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A.O. Smith
AOS

Overview Fund Activity

646 hedge funds and large institutions have $9.74B invested in A.O. Smith in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 207 increasing their positions, 272 reducing their positions, and 60 closing their positions.

Holders
646
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
9.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
74
Increased
207
Reduced
272
Closed
60
Calls
$84.5M
Puts
$26.9M
Net Calls
+$57.5M
Net Calls Change
+$2.43M

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$78.8M
2
Amundi
2
Amundi
France
$158M
3
Select Equity Group
3
Select Equity Group
New York
$379M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$68.4M
5
State Street
5
State Street
Massachusetts
$694M

Top Sellers

1
RS
1
Robeco Schweiz
Switzerland
$29.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$11.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.93M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SFSG
326
Sound Financial Strategies Group
Mississippi
$758K 8,438 +238 +3%
IAA
327
Independent Advisor Alliance
North Carolina
$754K 8,391 +446 +6%
AT
328
Arlington Trust
Alabama
$752K 8,372 – –
KRS
329
Kentucky Retirement Systems
Kentucky
$751K 8,357 -745 -8%
SAM
330
Shell Asset Management
Netherlands
$748K 8,328 +8,328 New
FC
331
FORA Capital
Florida
$730K 8,130 +8,130 New
GSEP
332
Golden State Equity Partners
California
$717K 7,960 -374 -4%
AAS
333
Avantax Advisory Services
Texas
$716K 7,970 -341 -4%
CA
334
Claro Advisors
Massachusetts
$716K 7,967 +168 +2%
Allianz Asset Management
335
Allianz Asset Management
Germany
$715K 7,965 – –
Wolverine Trading
336
Wolverine Trading
Illinois
$712K 7,859 +3,123 +66%
Aviva
337
Aviva
United Kingdom
$712K 7,924 +449 +6%
WS
338
Wedbush Securities
California
$708K 7,876 +465 +6%
PIM
339
Plato Investment Management
Australia
$704K 7,847 – –
MSU
340
Mizuho Securities USA
New York
$699K 7,779 -1,537 -16%
CIM
341
Contravisory Investment Management
Massachusetts
$694K 7,730 -73 -0.9%
HIMCH
342
Hartford Investment Management Co (HIMCO)
Connecticut
$679K 7,561 -88 -1%
ICM
343
IMS Capital Management
Oregon
$676K 7,520 – –
Twin Tree Management
344
Twin Tree Management
Texas
$650K 7,232 +7,232 New
SB
345
Simmons Bank
Arkansas
$647K 7,200 – –
BTI
346
Blue Trust Inc
Georgia
$640K 7,828 +2,419 +45%
OAM
347
Oppenheimer Asset Management
New York
$638K 7,102 +30 +0.4%
CGH
348
Crossmark Global Holdings
Texas
$631K 7,027 -7,736 -52%
TFS
349
Thoroughbred Financial Services
Tennessee
$631K 7,026 -1,523 -18%
OWP
350
ORG Wealth Partners
Texas
$628K 6,988 +6,988 New
12 13
14
15 16